Look Both Ways Financial

Look Both Ways Financial
  • 5.0 (4)
  • SELF-IMPROVEMENT
  • UPDATED WEEKLY

We are on a mission to help people feel SAFE, STRONG, and SECURE managing their own money. Kaki Perdue is a CPA and a CERTIFIED FINANCIAL PLANNER™ and she answers listener questions without judgement with a focus on emotional and financial well-being. Check out more personal finance education at www.lookbothwaysfinancial.com

  1. 04/30/2025

    #57 - Switch to CDs

    What if your income needs are covered by social security and pensions? The stock market is down and losing money isn't fun. Should you sell out of your equity and switch to CDs? Join Kaki as she offers guidance to Linda on this question.

    10 min

  2. 04/09/2025

    #56 - The 5 Whys

    Its ok to feel nervous. Join Kaki as she gives an example of using the 5 Why technique to help a client get to actionable steps.

    7 min

  3. 03/26/2025

    #55 Nervous to Invest

    Is the state of the economy making you nervous and preventing you from investing? Join Kaki as she answers a question from Jessica. Jessica wants to open a Roth IRA but she is nervous about the economy. The following article was mentioned in this podcast. The S&P 500 Just Hit Correction Territory. History Says the Stock Market Will Do This Next (Hint: It May Surprise You) | The Motley Fool

    12 min

  4. 03/12/2025

    #54 - 2nd Opinion

    Charles has been approached by an advisor to implement an options trading strategy within his investment portfolio. Join Kaki as she provides a second opinion to Charles on his question.

    12 min

  5. 02/26/2025

    #53 - IRMAA

    Will an inheritance cause me to pay extra Medicare premiums? Join Kaki as she answers a question from Travis related to IRMAA, income related monthly adjustment amount. Mentioned on this podcast episode: www.cms.gov

    12 min

  6. 02/12/2025

    #52 - Van Life

    Robert owns a home and a van. He loves the van life and wants to know if he should keep his home and rent it out or sell his home and live the full time van life. Join Kaki as she helps Robert think about this decision.

    10 min

  7. 01/29/2025

    #51 - Education funding

    What is the best way to save for education? A 529, A roth, an HSA, or a brokerage account? Join Kaki as she discusses the pros and cons of each savings vehicle.

    9 min

  8. 01/08/2025

    #50 - Employment Taxes

    Lindsay received a higher paycheck in December. It took some digging, but she realized that payroll taxes go down after certain income thresholds. Why is this? What do you do with the extra money? Join Kaki as she answer's Lindsay's questions.

    10 min
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About

We are on a mission to help people feel SAFE, STRONG, and SECURE managing their own money. Kaki Perdue is a CPA and a CERTIFIED FINANCIAL PLANNER™ and she answers listener questions without judgement with a focus on emotional and financial well-being. Check out more personal finance education at www.lookbothwaysfinancial.com

Information

  • Creator
    Look Both Ways Financial
  • Years Active
    2023 - 2025
  • Episodes
    57
  • Rating
    Clean
  • Copyright
    © Look Both Ways Financial
  • Show Website
    Look Both Ways Financial